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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,961 | $87,132+89.3% | $105,624+56.2% | $80,959+103.8% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.7%-34.3pp |
| Annual return | 12.21% | 17.03%-4.8pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,163 | $2,397-51.5% | $3,168-63.3% | $2,757-57.8% |
| Participant deferral / active EE | $2,456 | $3,985-38.4% | $5,013-51.0% | $4,300-42.9% |
| Admin fee / account holder | $2,516 | $8,449-70.2% | $10,961-77.0% | $6,925-63.7% |